EP Wealth Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

EP Wealth Advisors’s Portfolio HEWJ Stock Details HEWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$548K	Buy	+8,495	New	+$519K	﹤0.01%	989

Other funds holding HEWJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

EP Wealth Advisors's HEWJ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2026: 8,495 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

86 funds tracked by Wall St. Rank hold HEWJ as of Q2 2026.

EP Wealth Advisors held 8,495 shares of iShares Currency Hedged MSCI Japan ETF worth $548K as of Q2 2026.
iShares Currency Hedged MSCI Japan ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Currency Hedged MSCI Japan ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #989 holding.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.